Skip to content
Disclosery

NewEdge Advisors, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on IAU, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 756,577 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 756,577 shares
    Change vs previous 13F +29,326 shares

    0.17% of the 13F portfolio, value $57,129,369.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 727,251 shares
    Change vs previous 13F -450,450 shares

    0.23% of the 13F portfolio, value $64,114,237.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,177,701 shares
    Change vs previous 13F +8,162 shares

    0.35% of the 13F portfolio, value $95,593,972.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,169,539 shares
    Change vs previous 13F +369,531 shares

    0.39% of the 13F portfolio, value $85,107,345.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 800,008 shares
    Change vs previous 13F +15,768 shares

    0.26% of the 13F portfolio, value $49,888,501.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 784,240 shares
    Change vs previous 13F +270,790 shares

    0.27% of the 13F portfolio, value $46,238,918.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 513,450 shares
    Change vs previous 13F +320,532 shares

    0.15% of the 13F portfolio, value $25,421,209.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 192,918 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,588,041.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).